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ATD Blog

New Sales Enablement Worksheets and Assessments for ATD Members

Thursday, September 11, 2014
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As a part of ATD’s commitment to delivering great content, we have developed a number of worksheets and assessment on a broad range of sales enablement topics. These and other resources are available to our members through the Sales Enablement Community Library. (See the sample below.)

 

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To use any of these worksheets or assessments simply download the PDF file to your computer and complete the exercise electronically. 

Currently available 

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  • Sales Manager Skills Assessment 

Based on the ATD World-Class Sales Competency Model, this assessment is designed to provide sales managers with specific information regarding their strengths and development needs. The results will provide them with a focus for improving their future performance and serve as reinforcement for the things they are already doing well.

  • Annual Sales Planning Worksheet

Salespeople can use this worksheet to help them visualize different performance scenarios and plan accordingly based on their compensation plan, sales pipeline, and past performance. 

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  • Forecasting and Pipeline Action Planning

This worksheet is meant to help salespeople analyze the deals they have in play at each stage and their likelihood of closing, as well as to figure out the steps they need to take in order to hit their quota. This worksheet will also help salespeople make educated estimates of the revenue they can expect to generate in a given period of performance given the status of their pipeline.
Coming soon 

  • Sales Effectiveness Assessment

Evaluate your organization’s readiness for change and your current sales effectiveness status by leveraging the five levels of sales effectiveness from the ATD World-Class Sales Competency Model.
If you have developed similar valuable resources and you’d like to share them with the Sales Enablement Community, email me at [email protected].  

About the Author

Roxy Torres is a former senior manager at ATD, where she ran the FIRE, sales enablement, and government content areas. For the Sales Enablement Community, Roxy spearheaded the 2015 update of the ATD World-Class Sales Competency Model. Prior to joining ATD, Roxy held various roles in business development and sales enablement at CEB (now Gartner).

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